You worry and we respond

Everyone has some type of financially related worry, concern or question.

  • It may be when can you retire.
  • You may want to know how much you need to save to be able to retire.
  • You may be concerned whether you will have enough money to live on for the rest of your life.
  • You may be concerned about how you will handle your finances if your spouse dies.
  • You might want to know, once you retire, how you will get the money you need from your investments.
  • You may want to know how much money you can spend annually, given your current or future investment portfolio.

Regardless of what your specific concern, worry or question is, it’s our role as your trusted advisor to understand your concerns and to address them with you.

We will provide you answers in clear English, not technical jargon. When I go to see my doctor, I want to be able to understand them. I want to easily understand what he or she says to me. Clearly. The first time.

We strive to answer your questions and explain these issues, regardless of how complex they are, in this fashion.

Over the years, our clients have told us that we excel at this. We are proud of this feedback and really strive to meet this service goal.

We know that investment performance is always vital and relevant. But in many of our meetings with clients and prospects, we tend to spend the majority of our time discussing topics such as those above, to address your real concerns, issues and questions.

We know that financial matters can be complex and appear very complicated. We also know that the stock market and investing can be fraught with uncertainty, fear and risk. We help you handle this.

It is our role to make complicated matters understandable.

Based on our extensive experience, we can provide you with confidence and greater assurance, even with future uncertainties.

It is our role to listen to you, understand you and provide you with advice and recommendations that will help you to have less worries and financial concerns.

We continuously strive to meet these objectives.


In late June, I wrote a blog post titled “What we know and don’t know.”  I suggest you read or re-read it again now, as it is quite relevant to this blog post.

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